Wellspring Financial Advisors’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.18M | Sell |
15,339
-5,953
| -28% | -$458K | 0.12% | 61 |
|
|
2025
Q1 | $826K | Buy |
21,292
+6,784
| +47% | +$263K | 0.09% | 60 |
|
|
2024
Q4 | $1.33M | Buy |
14,508
+2,357
| +19% | +$216K | 0.14% | 53 |
|
|
2024
Q3 | $858K | Buy |
12,151
+9,353
| +334% | +$661K | 0.1% | 61 |
|
|
2024
Q2 | $554K | Sell |
2,798
-922
| -25% | -$182K | 0.08% | 79 |
|
|
2024
Q1 | $654K | Buy |
3,720
+429
| +13% | +$75.4K | 0.1% | 61 |
|
|
2023
Q4 | $818K | Buy |
3,291
+390
| +13% | +$96.9K | 0.2% | 55 |
|
|
2023
Q3 | $726K | Buy |
2,901
+319
| +12% | +$79.8K | 0.21% | 54 |
|
|
2023
Q2 | $676K | Buy |
2,582
+948
| +58% | +$248K | 0.19% | 53 |
|
|
2023
Q1 | $339K | Sell |
1,634
-1,161
| -42% | -$241K | 0.1% | 79 |
|
|
2022
Q4 | $344K | Buy |
2,795
+1,200
| +75% | +$148K | 0.11% | 76 |
|
|
2022
Q3 | $423K | Buy |
1,595
+56
| +4% | +$14.9K | 0.16% | 55 |
|
|
2022
Q2 | $345K | Buy |
1,539
+6
| +0.4% | +$1.35K | 0.12% | 59 |
|
|
2022
Q1 | $551K | Buy |
1,533
+60
| +4% | +$21.6K | 0.16% | 52 |
|
|
2021
Q4 | $519K | Buy |
1,473
+321
| +28% | +$113K | 0.14% | 56 |
|
|
2021
Q3 | $298K | Buy |
1,152
+186
| +19% | +$48.1K | 0.09% | 77 |
|
|
2021
Q2 | $219K | Buy |
+966
| New | +$219K | 0.07% | 86 |
|